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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Rink who wrote (117605)3/23/2004 7:38:35 AM
From: DRBESRespond to of 275872
 
It would appear that AMD is much more well poised to take advantage of the upturn than is inteL; especially if those reports in the Inquirer of a 90nm foundry deal with IBM are true.



To: Rink who wrote (117605)3/23/2004 12:28:05 PM
From: dougSF30Respond to of 275872
 
Disappointing. I think this is something less than confirmation:

Previous guidance: Flash flat, CPG seasonal, overall between flat and seasonal.

Now: seasonality overall.

Doug


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